What are the benefits of this feature:

  • You will have automated report generation on a weekly/monthly/quarterly basis;
  • No need to log in to Precoro, filter, and export your reports.

*This feature is BETA. Please, ask your CS manager to add this feature to your account.

How to configure report export

Connect your Google account

  • Open profile settings --> click on Google-sheet tab --> press Connect

Create a saved filter for the report and then create a schedule

  • Open the report page, add some filers and click on Save filter;
  • Please, note: don't use the date filter when saving it. You will have a schedule based on delivery/create/issue/payment dates.
  • Click on Schedule report and fill in the form.